Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTHM (iShares U.S. Thematic Rotation Active ETF) | NA | 15.48% | 16.80% | NA | NA | NA | NA | … | … |
Data as of 06/02/2025, Common starting date is 12/16/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTHM (iShares U.S. Thematic Rotation Active ETF) | 12/16/2021 | 06/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.44 | 15.48 | 16.80 | NA | NA | NA | NA | … | … | 2.04 | 34.12 | 24.39 | -17.85 | 2.14 |
| Sharpe Ratio | NA | 0.59 | 0.71 | NA | NA | NA | NA | … | … | 0.07 | 1.88 | 1.50 | -0.73 | 3.99 |
| Standard Deviation(%) | NA | 20.59 | 18.89 | NA | NA | NA | NA | … | … | 26.13 | 14.77 | 13.57 | 26.38 | 17.61 |
| Draw Down(%) | NA | 19.07 | 19.07 | NA | NA | NA | NA | … | … | 19.07 | 9.28 | 9.81 | 26.15 | 2.39 |
| Yield(%) | 0.00 | 0.80 | 0.82 | 0.46 | 0.23 | 0.15 | 0.12 | … | … | 0.01 | 0.97 | 0.68 | 0.73 | 0.00 |
Data as of 06/02/2025, Common starting date is 12/16/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTHM (iShares U.S. Thematic Rotation Active ETF) |
10.71%
Mar 2022 – Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTHM (iShares U.S. Thematic Rotation Active ETF) |
17.09%
May 2022 – May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart